Portfolio Manager

About the Opportunity

The Equitable Bank has been serving the Milwaukee area for over 95 years, with a mission to support families in achieving quality housing. As one of the largest residential real estate lenders in Milwaukee, the bank continues to play a vital role in the community. Operating a six-branch network, The Equitable Bank offers financial services to families in the metropolitan Milwaukee area. Known for its customer-focused approach, the organization remains committed to fostering economic growth and stability.

Responsibilities

• Oversee and manage investment portfolios
• Analyze financial data
• Develop strategies to optimize portfolio performance
• Execute trades
• Monitor market trends
• Maintain compliance with regulatory requirements
• Collaborate with various teams
• Work to meet client financial goals
• Contribute to overall investment strategy and performance

About You

Proficiency in Portfolio Management and a solid understanding of Investments

Key Skills: Strong Analytical Skills and expertise in financial decision-making

Experience in Trading and financial market operations

Familiarity with Finance principles and industry standards

Excellent attention to detail and problem-solving abilities

Effective communication and client relationship management skills

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Professional certification such as CFA or equivalent is a plus

Proficiency in financial analysis tools and portfolio management software

Ability to work collaboratively in a team-oriented environment